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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,196 | $168,626-81.5% | $133,698-76.7% | $145,897-78.6% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.4%-26.4pp | 80.3%-30.3pp |
| Annual return | 21.54% | 1168.99%-1147.5pp | 580.90%-559.4pp | 552.29%-530.8pp |
| Employer contribution / active EE | $2,405 | $5,290-54.5% | $4,218-43.0% | $4,663-48.4% |
| Participant deferral / active EE | $5,357 | $8,688-38.3% | $7,016-23.6% | $6,689-19.9% |
| Admin fee / account holder | $250 | $9,638-97.4% | $6,703-96.3% | $13,390-98.1% |